8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 99,090 | $3.62M | 1.4% | +0.8% | 0.354% | |
8/15/2023 | Bulldog Investors LLP | 236,444 | $8.63M | 2.9% | +0.9% | 0.845% | |
8/10/2023 | Cetera Advisor Networks LLC | 21,400 | $781K | 0.0% | +2.3% | 0.076% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 45,033 | $1.64M | 0.4% | +14.7% | 0.161% | |
8/7/2023 | Wolverine Asset Management LLC | 35,060 | $1.28M | 0.0% | -49.7% | 0.125% | |
8/7/2023 | Shaker Financial Services LLC | 194,323 | $7.10M | 3.1% | +16.0% | 0.695% | |
|
8/2/2023 | Bank of Montreal Can | 11,813 | $432K | 0.0% | N/A | 0.042% | |
8/1/2023 | Confluence Wealth Services Inc. | 11,603 | $424K | 0.1% | -8.4% | 0.041% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 207,540 | $7.58M | 0.0% | +7.5% | 0.742% | |
7/25/2023 | Raymond James & Associates | 111,333 | $4.07M | 0.0% | -1.1% | 0.398% | |
7/11/2023 | Capital Investment Advisors LLC | 40,315 | $1.47M | 0.0% | +20.7% | 0.144% | |
7/6/2023 | Neville Rodie & Shaw Inc. | 14,028 | $512K | 0.0% | -12.5% | 0.050% | |
5/12/2023 | Robotti Robert | 11,578 | $403K | 0.1% | -34.1% | 0.041% | |
5/12/2023 | Tradition Wealth Management LLC | 1,696 | $59K | 0.0% | N/A | 0.006% | |
5/11/2023 | Colonial Trust Advisors | 45,763 | $1.59M | 0.2% | +2.2% | 0.164% | |
5/9/2023 | Atlas Wealth LLC | 480,284 | $16.71M | 3.3% | -1.1% | 1.717% | |
5/8/2023 | Shaker Financial Services LLC | 167,552 | $5.83M | 2.5% | +3.0% | 0.599% | |
5/8/2023 | Wolverine Asset Management LLC | 69,673 | $2.42M | 0.0% | +18.8% | 0.249% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 39,257 | $1.37M | 0.4% | +33.0% | 0.140% | |
5/3/2023 | Integrated Wealth Concepts LLC | 58,376 | $2.03M | 0.0% | -0.6% | 0.209% | |
5/1/2023 | Virtu Financial LLC | 6,410 | $223K | 0.0% | N/A | 0.023% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,307 | $46K | 0.0% | N/A | 0.005% | |
4/27/2023 | Stratos Wealth Partners LTD. | 6,144 | $214K | 0.0% | N/A | 0.022% | |
4/21/2023 | Quad Cities Investment Group LLC | 7,625 | $265K | 0.2% | -11.0% | 0.027% | |
4/20/2023 | Accel Wealth Management | 7,548 | $263K | 0.1% | +497.2% | 0.027% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 193,081 | $6.72M | 0.0% | -5.9% | 0.690% | |
4/14/2023 | Raymond James & Associates | 112,570 | $3.92M | 0.0% | -0.6% | 0.402% | |
4/10/2023 | Capital Investment Advisors LLC | 33,390 | $1.16M | 0.0% | +42.5% | 0.119% | |
3/3/2023 | Robotti Robert | 17,578 | $587K | 0.1% | +28.3% | 0.063% | |
2/15/2023 | Almitas Capital LLC | 17,536 | $586K | 0.3% | N/A | 0.063% | |
2/14/2023 | CSS LLC IL | 40,779 | $1.36M | 0.1% | +7.7% | 0.146% | |
2/14/2023 | Atlas Wealth LLC | 485,647 | $16.22M | 4.4% | N/A | 1.736% | |
2/13/2023 | Integrated Wealth Concepts LLC | 58,719 | $1.96M | 0.1% | -0.7% | 0.210% | |
2/10/2023 | Confluence Wealth Services Inc. | 12,735 | $425K | 0.1% | +3.9% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 1,651 | $55K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 205,196 | $6.85M | 0.0% | +30.9% | 0.000% | |
2/8/2023 | Raymond James & Associates | 113,280 | $3.78M | 0.0% | +1.4% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,576 | $453K | 0.0% | +6.0% | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 7,630 | $255K | 0.0% | +6.4% | 0.000% | |
2/7/2023 | S&CO Inc. | 18,751 | $626K | 0.1% | +6.3% | 0.000% | |
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2/3/2023 | Blue Bell Private Wealth Management LLC | 29,525 | $986K | 0.3% | +4.0% | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 162,623 | $5.43M | 2.5% | +2.4% | 0.000% | |
2/1/2023 | Bank of Montreal Can | 11,814 | $400K | 0.0% | N/A | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 58,659 | $1.96M | 0.0% | +26.9% | 0.000% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 904 | $30K | 0.0% | -30.7% | 0.000% | |
1/25/2023 | Stephens Inc. AR | 6,770 | $226K | 0.0% | +7.9% | 0.026% | |
1/5/2023 | Capital Investment Advisors LLC | 23,425 | $782K | 0.0% | +62.1% | 0.089% | |
11/15/2022 | Karpus Management Inc. | 19,969 | $674K | 0.0% | +33.1% | 0.076% | |
11/15/2022 | Bulldog Investors LLP | 234,746 | $7.92M | 2.3% | +11.2% | 0.895% | |
11/15/2022 | 1607 Capital Partners LLC | 307,011 | $10.36M | 0.8% | -4.6% | 1.170% | |
11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 104,706 | $3.53M | 1.5% | +1.2% | 0.399% | |
11/14/2022 | Colonial Trust Advisors | 43,050 | $1.45M | 0.2% | +72.8% | 0.164% | |
11/10/2022 | Wolverine Asset Management LLC | 46,216 | $1.56M | 0.0% | N/A | 0.176% | |
11/9/2022 | Shaker Financial Services LLC | 158,832 | $5.36M | 2.6% | +172.5% | 0.605% | |
11/9/2022 | Blue Bell Private Wealth Management LLC | 28,388 | $958K | 0.3% | +14.4% | 0.108% | |
11/8/2022 | Confluence Wealth Services Inc. | 12,258 | $413K | 0.2% | -33.0% | 0.047% | |
11/7/2022 | Roberts Glore & Co. Inc. IL | 29,511 | $996K | 0.4% | +2.0% | 0.112% | |
11/3/2022 | Selway Asset Management | 1,000 | $34K | 0.0% | N/A | 0.004% | |
10/25/2022 | Hightower 6M Holding LLC | 16,161 | $545K | 0.0% | N/A | 0.062% | |
10/25/2022 | Raymond James & Associates | 111,681 | $3.77M | 0.0% | -0.4% | 0.426% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 156,790 | $5.29M | 0.0% | -8.4% | 0.598% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 12,809 | $432K | 0.0% | +3.1% | 0.049% | |
10/5/2022 | Capital Investment Advisors LLC | 14,450 | $488K | 0.0% | N/A | 0.055% | |
8/15/2022 | Confluence Wealth Services Inc. | 18,308 | $698K | 0.3% | +1.7% | 0.070% | |
8/13/2022 | S&CO Inc. | 17,588 | $619K | 0.1% | -9.4% | 0.067% | |
8/11/2022 | Meridian Investment Counsel Inc. | 10,319 | $363K | 0.1% | -4.6% | 0.039% | |
8/11/2022 | Cetera Advisor Networks LLC | 19,751 | $696K | 0.0% | N/A | 0.075% | |
8/11/2022 | CoreCap Advisors LLC | 1,552 | $55K | 0.0% | N/A | 0.006% | |
8/10/2022 | Thomas J. Herzfeld Advisors Inc. | 103,454 | $3.64M | 1.5% | -4.0% | 0.394% | |
8/8/2022 | Integrated Wealth Concepts LLC | 54,592 | $1.92M | 0.1% | N/A | 0.208% | |
8/3/2022 | Accel Wealth Management | 1,264 | $44K | 0.0% | -50.0% | 0.005% | |
8/3/2022 | Stephens Inc. AR | 6,175 | $217K | 0.0% | -21.6% | 0.024% | |
8/2/2022 | Blue Bell Private Wealth Management LLC | 24,814 | $874K | 0.3% | +28.6% | 0.095% | |
8/1/2022 | Shaker Financial Services LLC | 58,289 | $2.05M | 1.0% | +16.7% | 0.222% | |
7/29/2022 | Walker Asset Management LLC | 62,022 | $2.36M | 0.2% | N/A | 0.236% | |
7/28/2022 | CWM LLC | 1,870 | $66K | 0.0% | N/A | 0.007% | |
7/25/2022 | Walker Asset Management LLC | 62,022 | $2.36M | 0.0% | N/A | 0.236% | |
7/19/2022 | Commonwealth Equity Services LLC | 8,709 | $306K | 0.0% | +78.1% | 0.033% | |
7/15/2022 | Uncommon Cents Investing LLC | 27,566 | $971K | 0.4% | +2.6% | 0.105% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 12,429 | $438K | 0.0% | +4.4% | 0.047% | |
7/6/2022 | Neville Rodie & Shaw Inc. | 16,028 | $564K | 0.1% | -5.9% | 0.061% | |
5/17/2022 | 1607 Capital Partners LLC | 333,771 | $13.82M | 0.8% | -5.7% | 1.272% | |
5/16/2022 | Robotti Robert | 8,706 | $360K | 0.1% | +52.6% | 0.033% | |
5/11/2022 | King Luther Capital Management Corp | 8,297 | $343K | 0.0% | +5.0% | 0.032% | |
5/11/2022 | Meridian Investment Counsel Inc. | 10,820 | $448K | 0.2% | -5.0% | 0.041% | |
5/11/2022 | Johnson Investment Counsel Inc. | 11,340 | $469K | 0.0% | N/A | 0.043% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 172,758 | $7.15M | 0.0% | +0.4% | 0.658% | |
5/11/2022 | Raymond James & Associates | 329,237 | $13.63M | 0.0% | -0.5% | 1.255% | |
5/11/2022 | 55I LLC | 13,179 | $545K | 0.0% | -10.3% | 0.050% | |
5/9/2022 | Concourse Financial Group Securities Inc. | 1,304 | $54K | 0.0% | N/A | 0.005% | |
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5/6/2022 | Shaker Financial Services LLC | 49,929 | $2.07M | 0.8% | -29.6% | 0.190% | |
5/6/2022 | Quad Cities Investment Group LLC | 13,994 | $579K | 0.4% | -7.2% | 0.053% | |
5/5/2022 | S&CO Inc. | 19,408 | $803K | 0.1% | -26.1% | 0.074% | |
5/4/2022 | Stephens Inc. AR | 7,875 | $326K | 0.0% | +34.0% | 0.030% | |
5/4/2022 | Commonwealth Equity Services LLC | 4,889 | $202K | 0.0% | -11.7% | 0.019% | |
4/21/2022 | Blue Bell Private Wealth Management LLC | 19,290 | $798K | 0.2% | -8.3% | 0.074% | |
4/20/2022 | Uncommon Cents Investing LLC | 26,876 | $1.11M | 0.4% | +1.7% | 0.102% | |
4/18/2022 | Spire Wealth Management | 848 | $35K | 0.0% | -42.6% | 0.003% | |
4/5/2022 | Neville Rodie & Shaw Inc. | 17,028 | $701K | 0.1% | -10.5% | 0.065% | |
3/7/2022 | Stephens Inc. AR | 5,875 | $262K | 0.0% | N/A | 0.022% | |